When creating a dashboard, I can use fields from a custom table as criteria: But I can't use the field on the layout tab: Version: SuperOffice CRM Online 10.3 Build main_10.3.5_2024.04.24-01

Currently, when enabling the "Show one-to-many relations", the table is shown automatically in the archive overview of the contact card. However, sometimes it can be beneficial to  also show the table results in the archive overview of the  company card. Basically, this would be the same logic as with activities, sales etc. If a contact is related to a company, then the extra table output should be shown in the company archives as well. Or at least, this could be a toggle option (as added in red below)

If you modify or delete a entry in a custom table, the archive is not reloaded automatically. Version: SuperOffice CRM Online 10.3 Build main_10.3.5_2024.04.24-01

Hi, As soon as your custom table has an company/contact/project/sale relation field defined with the option ' Show one-to-many relations ' enabled, it shows up in CRM, this includes the option to modify/add/delete individual entries. It would be great if you could control these on a per table basis, so you can have custom tables which contain information from external systems (very common use case) without the user having options to add/modify/delete individual entries. Something like this;        

What Is Custom Objects? Custom Objects represents a significant change that will eventually merge user-defined fields, Extra Fields, and Extra Tables in Service into one powerful CRM toolkit. To ensure a smooth transition, we're rolling Custom Objects out in phases: The foundation phase - available in Pilot now : Join the pilot program to create and define custom objects like entities, tables, fields, and relations. Seamlessly integrated into SuperOffice CRM, Custom Objects are no longer limited to Service; they will be visible in all archives, search, selections, and more; simplifying data management and search across the platform. The enhancement phase - available in Pilot later this year : In upcoming releases, we'll introduce additional features like creating dashboards and designing custom screens, archives, and dialogs using intuitive layouts in the screen designer. These enhancements will further streamline your workflow and improve user experience.   This is what we introduce in the first version: Auto generated archive tabs  When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket).  Implementation uses configurable screens framework to add tabs in UI.  SuperOffice Selections SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known  SuperOffice entities. Users will therefor not be  limited to using SuperOffice Service for creating selections/searching for data any longer. If any  visible Extra table contains field pointing to entity( Company, Contact, Sale, Project, Request, Activity) we include it as a “top”  node to select from in selections. Extending search capabilities on relational fields Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct.    Read more here: https://community.superoffice.com/en/product-releases/pilot-programs/current-pilot-programs/custom-objects/   Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online  ✔️ Use Service: extra table Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license. Sign up for pilot programs >>   Effect of enabling the pilot feature: 👥= All users will join Pilot Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available. New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).  SuperOffice Selections search capabilities to search against Extra tables New preview of Extra table entities.   Getting Started with Custom Objects: Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).   They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections They will also see there is a preview to give user more insight into each entity in results for these Extra table entities.   What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.

Hi. Could it be an idea to have a list that enables custom prompts in SuperOffice Copilot. Sometimes the limitation is not that the AI does not have the information, but the prompt is not relevant or the users doesnt really know what to ask for. So the customer could generate a list that is relevant for what is their typical prompts. Or a standard dropdown like Find with suggestions and custom prompts in addition.

Hi, I am trying to invite 200 people to a video meeting. It would be great if I could use selections for this to populate the invitations. Just like you have project members.  

It seems that when you have an appointment that is synced from Outlook into SuperOffice with Synchronizer, you cant see the participants in the meeting at the lower part of the agenda. This is a Teams invite from a customer and you are unable to see the full text. When you scroll the agenda it does not show But if you resize the window or try fullscreen it will sometimes show correctly.   

Is there a way to filter participants that have accepted a meeting? There is a green checkbox that show that someone has accepted the invitation. Or a red X if you have declined. But it seems scrolling the list is the only way to see who has accepted or not. As far as I can see the green checkbox or the red X is the only way to see how many have accepted or not. If you have a large internal meeting with 100+ participants, it could be useful to be able to use a filter to sort participants in a meeting.  Even in fullscreen, the number of participants shown is 4-5 people, and scrolling is the only way to see the other participants. Since there is no way to expand the "box"  overview is limited